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Bluerock Homes Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Bluerock Homes Trust (BHM) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Bluerock Homes Trust

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Homes Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Homes Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $532 38 14.00
2023-09-30 $930 72 12.92

More positions owned by EverSource Wealth Advisors

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iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Bluerock Homes Trust

Vanguard Group
Millennium Management
Tudor Investment Corporation
Cambridge Investment Research Advisors
Dimensional Fund Advisors
Arkadios Wealth Advisors
CSS
Trium Capital
Citadel Advisors
Navis Wealth Advisors
Barclays
Advisor Group Holdings
Bank of America Corporation
Sunbelt Securities
NISA Investment Advisors

View all funds holding Bluerock Homes Trust